Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Brassington is a financial advisor registered with the state of Wisconsin. She is affiliated with Packerland Brokerage Services, Inc. Lisa has been working in the financial industry since 2018. She holds Series 7TO and Series 66 licenses, as well as the SIE. Lisa specializes in Financial Planning, Pension Consulting, Educational Seminars, and Portfolio Management for Individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WI
10/06/2021 - Present
Packerland Brokerage Services, Inc. (GREEN BAY WI)
BOTH
Issued 07/14/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/02/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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